Turn messages from WhatsApp, Telegram and Slack into sales leads

An AI sales agent chats with prospects across messaging apps and automatically captures lead details for follow-up.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"prospect messages on any channel"]:::trig s0["ai agent replies to prospect"]:::svc s1["extract lead details from chat"]:::svc s2[("save lead to spreadsheet")]:::store s3(("notify sales team of lead")):::human trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"qualified lead captured for follow-up"/]:::out pay{{"no prospect message goes unanswered"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGLead Generation & ProspectingSpreadsheet & Database Ops
Connects
WhatsAppTelegramSlackOpenAIGoogle Sheets

The problem it solves

Leads come in through different messaging apps and get lost or answered inconsistently. Your sales team can't respond to every message fast enough, and details from conversations don't make it into your records. You need a way to engage every prospect and capture what matters without extra manual work.

Who it fits

A sales team fielding leads across multiple messaging channels.

How it works

  1. A prospect messages you on WhatsApp, Telegram, or Slack
  2. The AI sales agent replies and guides the conversation toward their needs
  3. It extracts lead details like interest and contact information as they chat
  4. The information is saved to your spreadsheet for tracking
  5. Your sales team receives a qualified lead ready for follow-up
What you get

Conversations that turn into a real lead

An AI sales agent chats with prospects across WhatsApp, Telegram, or Slack and captures their details for follow-up.

What you get

A record of qualified leads with notes, ready for your sales team to follow up.

What you need

WhatsApp, Telegram, and Slack accounts, an OpenAI API key, and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Answer Telegram and WhatsApp customers automatically with AI

An AI agent replies to customer messages on Telegram and WhatsApp using their order history and past chats.

Advanced

Qualify WhatsApp leads automatically with AI scoring

An AI chats with WhatsApp leads, scores them hot, warm, or cold, and alerts your sales team instantly.

Advanced

Score and route new WhatsApp leads automatically with AI

Scores every inbound WhatsApp message, replies to hot leads instantly, and logs everything to a spreadsheet.

Standard

Sort and route WhatsApp support messages with AI

AI reads each WhatsApp support message, routes it to the right Slack channel, and logs it for you.

Standard
Back to the AI Playbook